Coast to Coast Financial Planning Services Ltd
Location:
TR1 3DN
Truro
What We Do...
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Commercial Mortgages
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First time buyer Mortgages
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House Move or Re-Mortgage
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Buy to Let Mortgages
About Coast to Coast Financial Planning Services Ltd
High quality, professional, independent financial advice from a Chartered Financial Planner with over 25 years experience.
Coast to Coast was established in 1996 by Andrew Dawson, who is not only a Chartered Financial Planner with over 25 years experience, but also an Associate of the Personal Finance Society and an Affiliate of the Society of Trust and Estate Practitioners. In addition, he has specialist qualifications in investment planning, retirement planning, taxation and trusts and equity release. Andrew has twice received the prestigious Financial Adviser / Financial Times award of Best Financial Planner in their Cornwall financial planning surveys, in which he is described as giving "excellent advice".
Experience & Qualifications
AF3 - Pension Planning (CII)
CF8 - Certificate in Long-Term Care Insurance (CII)
AF4 - Investment Planning (CII)
J05 - Pension Income Options (CII)
AF5 - Financial Planning Process (CII)
AFPC - Advanced Financial Planning Certificate (CII)
CF6 - Certificate in Mortgage Advice (CII)
CF7 - Certificate in Lifetime Mortgages Activities (CII)
Chartered Financial Planner (CII)
HR1 - Home Reversion Plans (CII)
APFS - Associate, Personal Finance Society (PFS)
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
AF1 - Personal Tax and Trust Planning (CII)
CF9 - Pensions Simplification (CII)
J04 - Pension Funding Options (CII)
CF2 - Investment and Risk (CII)
Testimonials
If you want a fair, reliable and trustworthy service Andrew will not let you down. I would have no hesitation in recommending him to anyone in any situation.
- SC Wadebridge
Andrew’s work on our behalf has been simply outstanding, we believe there is no better.
- MC Mevagissey
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